- Shipped
2026 H1
Live now
Engine
UK tax engine v1. 2026/27 tax year. IHT, NRB, RNRB, BPR/APR (£1M April 2026 cap), tapered AA, MPAA, post-75 death benefits, residence-based IHT (LTR test).
Engine
Twin-anchor scoring. Net worth + Sonuswealth Wealth Score across 7 dimensions.
Engine
Cost-of-Inaction quantification. Live - number for each open action.
Marketing
Public site v0.5. 17 pages. Waitlist live. April 2027 explainer live. DB pension tool live.
- Building
2026 H2
Wave 1 launch
Product
Wave 1 households. Closed beta with first 200 waitlist members. CSV / scan / manual data ingestion, MyMoney, Cashflow, Tax & Estate live.
Product
Ask (Sonu). Conversational layer with information & guidance discipline on every reply.
Engine
UK NRI cross-border (Phase 1 USP). UK tax residency + Indian assets. NRE/NRO, DTAA, NPS, Indian mutual funds modelled alongside UK ISA/SIPP. Display currency switchable GBP/INR.
Commercial
NHS verification flow. One-click 50% discount via .nhs.uk / .gov.uk / .ac.uk email.
- Next
2027 H1
Wave 2 + Practice Mode
Product
Practice Mode for IFAs. Multi-client UI, white-label client portal, compliance trail with timestamps, suitability templates.
Integration
IFA API integrations. Intelliflo - Iress - Xplan - Voyant. Eliminates data duplication for practice users - pulls from the back-office system already in use.
Engine
April 2027 transition. Engine updated on day 1 of the new IHT rules. Affected households flagged.
Integration
Open Banking live-connect. Via FCA-authorised AISP partner (TrueLayer - Yapily - Plaid UK). Phase 1 ingestion stays - CSV / scan / manual - and Open Banking becomes the auto-refresh layer for UK banks. NRE/NRO Indian connections deferred.
Commercial
Employer benefit programme. First B2B Employer customers onboarded at £5/£4/£3 per employee.
Mobile
iOS app. Native iOS reader for the live picture - biometric unlock, weekly nudges, scan-statement camera improvements. Engine stays the same; surface adapts. Web stays first-class.
Geographic
Ireland cross-border. UK-Ireland expat planning. Native Irish tax rates, pension transfers (QROPS), and DTAA models for dual residents.
- Later
2027 H2 +
Direction, not commitments
Geographic
India - resident-of-India tier. Direct Indian residents (expanding the Wave 1 NRI cross-border engine). Native Indian tax rules, NPS, and local mutual funds. Display in INR.
Geographic
Australia & Canada. UK-Australia and UK-Canada cross-border expat planning. Models for Australian superannuation transfers, QROPS pension limits, Canadian RRSP matching, and local double-tax treaties.
Geographic
UAE - Singapore - expat tiers. UK-passport-holders working overseas. Cross-border tax modelling against UK domicile / non-dom rules.
Regulatory
FCA authorisation exploration. Most likely route: limited authorisation for the Pros / Practice Mode tier.
Channel
Government partnerships. Conversations with DWP, MaPS, HMRC, NHS Employers. Procurement is slow; we're patient.
Mobile
Android app. After iOS settles in. Same engine, same surfaces, same UK-first discipline.
Roadmap commitments slip; honest founders say so when they do. This page is
updated on the first Monday of each calendar month. When a date moves, the
change shows up here with a short note on why.